Overview

Shared experiences from other colleagues on course valuable as references and information for questions I have had. Appreciated the information and references to for further reading

- Course delegate

Retirement is a major milestone in life that can bring monumental change. It’s a time that can be full of challenges, but also presents many new opportunities. Here you can review your own motivations, expectations and priorities to help you plan a rewarding retirement for the future.

What's this course about?

This course offers a structure to explore the practical and emotional aspects of retirement for everyone, whether you’re single or in a relationship. Through discussion, tips and exercises, it offers you a chance to start planning your transition. It will help you mitigate the risks of social isolation, loss of confidence and loss of identity, and identify what is important so that you can maintain energy, purpose and fulfilment in this chapter of your life.

What will you get out of it?

You'll have the time and opportunity to really think about how you want to spend your retirement, by considering what's important to you. You'll learn about the six key factors for thriving in retirement so you are able to put into place a plan.

After completing this course you will be able to

Reflect on, and identify, key factors in your retirement plan

Define your transferrable strengths and skills

Mitigate some of the risks in retirement

Draw on a wide list of tips and ideas for generating a fulfilling retirement

Build your draft plan

Is this course for you?

This course is for past and present ICAEW members and their families who want to explore the practical and emotional aspects of retirement and start planning to make it an enjoyable, meaningful and fulfilling experience. The approach is interactive with pair and group work as well as exercises for personal reflection.

Requirements

To get the most from this course, delegates should be either approaching retirement (within 2 years) or be within their first few years of retirement. If you have a partner, we highly recommend that you both attend. You'll potentially be spending more time together, and this will offer a chance to share ideas and plan what you would like to do together and as individuals.

Please note this course does not cover the financial aspects of retirement. If you are interested in this, please go to the ICAEW website for upcoming courses.